Customize branding for each tenant

1. Overview

Multi-Tenancy enables you to provide viewing access to the same Dundas BI project and dashboards across multiple tenants (where each tenant is one of your clients) using a single instance of Dundas BI. In a typical scenario, each tenant accesses the same dashboards as other tenants but the actual data values that are displayed is specific to each tenant.

This article shows you how to apply further customization at the dashboard-level and at the application-level so that each user sees different logos, styling, and other branding elements according to the tenant to which they belong.

2. Set up Multi-Tenancy

Before you can customize branding you need to create some tenants and then add users to those tenants. As an example, follow the steps outlined in this article.

Once the tenants have been set up, go back to the Tenants admin screen. Edit each tenant in turn and record its Tenant ID. This is a GUID value which will be needed later to create an override folder.

3. Customize the branding per tenant

3.1. Script, style, and HTML overrides

Scripts (JavaScript), CSS styles, and HTML can be customized for use in the application UI by creating override files as shown in Dundas BI White Labeling.

In the case of tenant-specific overrides, the steps are exactly the same except that an override file for a specific tenant must be placed within a folder that is named according to the tenant ID. For example, a style override file for a tenant with ID = bcfad362-12c3-458b-b072-9ea0e4110c4e should be placed as follows:

3.3. Testing the overrides

To test your tenant-specific overrides, log on to Dundas BI with a user account that belongs to the tenant (i.e., the Tenant ID field is set for this user account). The scripts, styles, and HTML associated with this tenant will be applied.

4. Apply dashboard theme per tenant

An alternative to using CSS overrides for applying tenant-specific styling to shared dashboards is to define tenant-specific styles and themes within Dundas BI. A simple script can then be used in the Loading action of a shared dashboard to load the appropriate theme.

To use this method, first record the ID of a theme from its File Properties dialog.